Individual Investors

Many companies say they put the interests of their investors first...

At American Trust, we let our actions say it for us. You will see this in our fiduciary status, a legal requirement of loyalty; in our solutions, designed to help you achieve your goals; and above all in our people, who will treat you like family.

Let's Meet

American Trust can help you put your financial plan into action.

Developing a plan is just the starting point; financial success is best achieved when that plan is actively monitored, managed and adjusted to your changing lifestyle.

A TEAM APPROACH

Prudent Investment Process

At many investment firms, each advisor has their own investment philosophy. This often leads to inconsistent and less-than-desirable outcomes for clients.  At American Trust, investment strategies are established and overseen by our Trust Investment Committee, a team of senior leaders and highly credentialed investment professionals all focused on your success.

Investment Strategy

Your investments may change, but these core philosophies will always be present.

 

  • Allocating savings across investment categories can help lower your risk.

  • High quality assets with better historical track records can provide stability.

  • Keeping costs under control can have a positive impact over the long term.

  • Investment management for you risk capacity and tolerance.

  • Unconflicted and extensive investment option availability.

  • Provides a balanced long term evaluation of each investment relative to its peers.

Contact Us Today

Whether you have a question you'd like us to answer or a brilliant idea you're ready to share, the team at American Trust is here to listen. When you become a part of the American Trust family, you’ll discover what our current clients already know: Fiduciary responsibility is not just a phrase in our brochure, it is our number one priority.

U.S. stock prices declined for the seventh consecutive week as the S&P 500 reached bear market territory, declining more than 20% from its peak in January, using intraday prices.

U.S. stock prices generally declined for the fifth consecutive week as persistently high inflation and monetary policy remain front of mind for many investors.

U.S. stock prices declined for the fourth consecutive week as the Nasdaq Composite finished the month of April down more than 13%, its worst monthly result since October 2008.

U.S. stock prices fell and the Nasdaq Composite reached bear market territory, down more than 20% from its prior peak, as the Russian invasion of Ukraine intensified.

For the last 30 years or so, the retirement industry at large has done a good job at hiding or complicating fees so that only the savviest of investors have a chance at finding them. Here are 5 questions you need to ask your provider about plan fees.

I’ve resisted overanalyzing my spending patterns for years, primarily because I was afraid of what I might find. But I recently embarked on the quest to discover what it costs to be me. And if I can survive the journey then you can, too.

I can’t tell you how many times I was asked what I wanted to be when I grew up. I can’t tell you all the ways people my age planned to spend their fortune when they became a superstar. I can tell you, however, that not one of those people ever mentioned saving for retirement. That was the last thing on any millennial child’s mind. But, we’re adults now.

Why are some advisors able to build successful, profitable, scalable retirement plan practices and others struggle with this? What makes them different? All advisors have access to the same retirement platforms, mutual funds, online tools and participant education program. What causes them to be more successful?